EWM
MVC

Evercore Wealth Management’s MVC Capital, Inc. MVC Stock Holding History

Evercore Wealth Management’s Portfolio MVC Stock Details MVC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-846
Closed -$9K – 1075
2015
Q2 		$9K Buy
+846
New +$8.41K ﹤0.01% 938

Other funds holding MVC

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DCM
DG Capital Management New York $326M AUM 39.67% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WC
Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return

Evercore Wealth Management's MVC Position: Q3 2015 in Review

Evercore Wealth Management sold out of MVC Capital, Inc. (MVC) in Q3 2015, closing a stake of 846 shares — an estimated $9K sold.

Evercore Wealth Management first reported a position in MVC in Q2 2015 and held it in 1 quarter. The position peaked at $9K in Q2 2015. 54 funds tracked by Wall St. Rank hold MVC as of Q3 2015.

  • Evercore Wealth Management reported no remaining MVC Capital, Inc. position as of Q3 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 846 MVC Capital, Inc. shares in Q3 2015, an estimated $9K.
  • Evercore Wealth Management first reported a position in MVC Capital, Inc. in Q2 2015 and held it in 1 quarter.
  • Evercore Wealth Management's MVC Capital, Inc. position peaked at $9K in Q2 2015.
  • 54 funds tracked by Wall St. Rank held MVC Capital, Inc. as of Q3 2015.

Based on Evercore Wealth Management's 13F filing for Q3 2015, filed 16 Nov 2015.